Home > Blogs > Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Submitted by Technology Tools for Today on June 1st, 2013
In personalized wealth reporting, successfully and seamlessly sharing data among preferred third-party applications has been difficult. The proven resolution lies in providing simplicity and choice within a data-sharing framework. Watch this short video on Standardizing the Interoperability Framework by Gregg Klein, Director of Product Management, Albridge Solutions, Inc.
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Rushmore Advisor Services
Envestnet Advisor Summit
Custom Cloud (Force.com)
WealthStation Financial Planning
David, Stalnaker
client database portal
time-effective onboarding experience
POWER
Andrew Rogers
timeframes
Power of Together
Andrew Rudd
iShares
Social Security Optimizer
Orion Discover
Salesforce Financial Services Cloud
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Daniel Inveen
WinOps
reporting capabilities
LPL’s Resource Center
Digital Practice Management
ClientView Client Portal
Trade Strategy Visualization
ProTracker Software
Artificial Intelligence
Jay Jay French
Steve Dunlap
Patrick Ambron
ActiFi Client Engagement
Hemant Moore
Schwab IMPACT 2013
NaviPlan LEADS
Fetterlogic
Zywave
RIA in a Box
downside volatility
Cohesive Client Management Process
Brian Stimpfl
unified wealth management technology
RCS Capital
Automated Workflow
Symantec VIP integration
Impact Technologies Group
new client electronic on-boarding
Risk Number®
Echosign
computer-based modeling system
Cameron Routh
VAs
tax planning
integrated CRM
Norwood Consulting
Fisher Investments
Robert Arnott
Mitt Romney
eMoney’s emX Select platform
create and manage portfolios
Kevin Miller
Walt Bettinger
Blaze Portfolio
Technology Integrations
Investment Income Summary Report
Open View Gateway
Ft. Lauderdale
Russ Thornton
customer acquisition
WealthTechs
Redkite
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
client engagement
TJ Jones
PowerAdvisor
Andrew Stevens
ISO
Sonia Rosenbaum
Orion Portfolio Reports
Abby Schneiderman
George Will
Salesforce.com
multi-block trading
eVestment Spotlight Analytics
Women Investors
Reporting Console for Each Office
Luis Gomez
direct online insurance offerings
ClientWorks
psychometric risk tolerance test
Artisan and Grendel
Jeff Norris
Steve Sanduski
Patrick Dempsey
ActiFi software suite
Schwab Independent Advisor Outlook Study
NaviPlan® financial planning tool
“Robo” Challenge
RIA/Client reletionships
Mark Wilson
Dr. David Lawrence
Collaboration Cloud (Chatter)
Broker Dealers
Unify
real time balances
Automated workflows
John Schobel
Synapse API
Performance Reporting Capabilities
advisor and client portals
import tool
New Microsoft Dynamics®
Financial Feed
Michael M. Carter
Concenter Services
Canterbury Consulting
Vendor Affinity Program
Bill Good
Junxure Cloud®
tax-aware trading program
Advisor View
Integrated CRM Performance Dashboard
Note Taking
Sharing
fixed index annuities
Robert Eggebrecht
Mobile app
eMoney’s wealth management platform
credit card processing
Kevin Paulsen
Charles Sizemore
Warren Mackensen
technology solutions
Portfolio Management and Insurance Management modules
AdvisoryWorld Financial Technology
investment management experience
Small Businesses
open-architecture platform
FTJ FundChoice
Russell Leto
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Web App Single Sign On
LaserApp
Dean Cook
client feedback
To-Do Lists
PowerShares
Andrew Tognela
iTunes App Stores
Sophie Schmitt
Orion’s Client Portal
acceptable and unacceptable tolerance standards
Global Financial Private Capital
Salesforce1 Customer Platform
multi-user support
eWealthManager
Darren Tedesco
Woodrow Levin
MacroRisk Analytics
disparate and divergent solutions
ClientWorks platform
TradeWarrior
Q-Suite
Ashley Globerman
Steven D. Kelly
Patrick Flaherty
activity streams
High-Performing Firms
Schwab Intelligent Integration®
Fidelity Center for Applied Technology
Market Movement Strategies (MMS)
Dr. Noah Smith
Commonwealth Financial Network
brokerage and custody services
Unify Cloud Disaster Recovery
Real-Time Data
automating portfolio management
John Vaccaro
T. Rowe Price
performance reporting software
Income Generator
Scottrade® Advisor Services Platform
Newgate Capital Management
Financial Personalities
Ed Butowsky
Concierge Service
CapGainsValet
VEO
Bill Laird
Junxure Cloud® CRM
tax-losses
PIEtech, Inc.,
Advisor View™
integrated receivables management
Nova
Sherri DuMond
flexibility to scale
Robert Moore
Mobile App 2.0
emX
Kevin Sweet
data analysis
check scanning
Technology Tools For Today
Portfolio Management Consultants
AdvisoryWorld HoldingScan Report for Households
Smarsh
FTNI
MoneyGuidePro®
Envestnet’s Advisor Suite®
Customer Success Platform
web-based applications
LaserApp Anywhere
Client Management System
J. Kelley Williams, Jr.
sophisticated computer algorithms
OS33 Cloud Desktop platform
Global Investment Performance Standards
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Darrin Courtney
Wordpress platform
reporting solutions
Maggie Crowley
Document Imaging
Cloud applications
Trading Processes
Quadron Data Solutions
ASI
Stifel
Patrick Yip
Activity tracking and corporate memory
Holdings
Schwab Intelligent Portfolios
Marketing Center platform
Commonwealth’s Practice360º
browser in the cloud
Unify Software
Real-time Profile Tracking
automation software tool
Perry Moore
Advisor Con
independent portfolio rebalancing software platform
seamless advisor integration
Next Generation Investor Portal
risk profiling questionnaire provider
Michael Spellacy
Ed O’ Brien
conflict-free custody solution
Career Activity Management System
Veo Open Access
Junxure CRM
PMC's Quantitative Portfolios
Advisor Websites
integrated technology
November 2-4, 2015
Sheryl Garrett
Flexible Optimizer
Mobile Application
EMX Platform
data analysis solutions
Chicago
Blu Giant, LLC
Technology Tools for Today 2014 Conference
portfolio management process
Advisor® Xi
investment policy statement
Smarsh My Site
OpportunityView™
full lifecycle portfolio management
SaaS
MoneyTree
Envestnet’s Digital Advisor platform
Customizable Quarterly Investment Review Presentations
web-based client management software
DecisionCenter
Redtail Technology CRM
Laserfiche Connector
Deena Katz
Client Marketing Systems, Inc.
Todd R. Crockett
practice management
Ann Haas
J. Richard Coe
Spark
Outlook email archiving
Account Alerts
goalgamiPro
San Diego
My Wall
workflow solutions
ReportQ
MagniPost
Cloud Desktop solution
Trading Strategy Checklist
Quadron Data Solutions™
asset allocation mappings service
Jenny Richards
Strategic Advisor
Paul Cantrell
Adhesion
Homrich Berg
Schwab Intelligent Portfolios™
Fidelity Institutional Wealth Services
Marketing Cloud
Dropbox
Community Blog
Built In Token 2-Factor Authentication
Unify’s Cloud VPN
Realized and Unrealized Gains/Losses
Autopilot
Jonathan Jaranson
Advisor Convention October 7-8
industry related forms
seamless forms-filling capabilities
Next Generation of Integration
financial planning and client engagement solutions
Michael Stier
Ed O’Brien
Connections Console
Carson Wealth Management Group
Veo Open AccessSM platform
Bill Stone
Junxure® CRM
TD Ameritrade Holding Corporation
advisor workflow partnership
Oauth2 user authentication security
robo advisors
Mobile channel
emX’s Vault
CRM systems
Wealth Access Estate Platform 3.0
Kirk Hulett
data automation
Chris Casdia
tenth annual T3 Technology Conference
Portfolio Management Processes
Advisor® Xi suite
investment research platforms
Smarsh Sites
Optimum Market Portfolios
Fuse 2014
SaaS-based payment processing platform
monitoring
customizable questionnaires
web-based CRM
web-based portfolio management software
Reduce computer sprawl
Laserfiche Document Management
Dennis Fox
Client Meeting Support for Advisors
Tom Doherty
practice management solutions
Ann Marie Stieler
Outsourcing Services
Account Details
goalgamiPro®
San Diego, CA
myeDocumentsuite.com
External IT Cloud Desktop
data aggregation functionality
Worldox
required trading and rebalancing
maintenance of composites
Document Processing
cloud-based archiving solutions
BranchNet
qualified fiduciary advisors
asset gathering
Jenze Bosma
Strategic Integrated Online Account Processing
Paul Polese
advanced data reporting
hosted archiving solutions
Schwab Intelligent Technologies
Nerd’s Eye View
RightSize Solutions
Marketing Gorilla System
Duane D’Orazio
company performance analysis
Business Analytics
United Capital
rebalance
Back Office Solutions
Joseph Miola
T3 Advisor Tech Conference
Informatica
Search Engine Optimization
Next-Generation Advisor CRM®
EDGAR filing agent
content aggregation
cash posting
Veo®
Junxure’s cloud-based CRM/office management solution
portfolio accounting
Advisor Xi
integration of independent recordkeepers
October 13
Florida
Robo-Advisers
mobile connectivity
end-of-life plan
CRM technology
Krilogy Financial
Data Cloud (Jigsaw)
Chris Casey
BlueSky
The Efficient Practice
portfolio management system
investment screening functionality
Smart Form Tool
Optional Tax Management
Fuse 2014 award
Safe by Estate Assist
monthly compliance checklists
Eric Jardine
customized analysis
web-based software portal
RegEd
Lex Sokolin
Denny Bottorff
Tom Embrogno
PreciseFP
Anna Curry
J.P. Morgan
sqope
packaged web design
account management software
Google Analytics integration
scalable personal finance data platform
External IT's Cloud Desktop
data aggregation solutions
WorthFM
RESTful
manage cash flows
document storage software-as-a-service
cloud-based billing software
brand-centric theme customization
Trizic
quantitative risk technology
AssetBook
Streetscape
advanced wealth planning solutions
Household Balance Sheet
Fidelity Investments®
Rio Hotel & Casino
Marketware International
Dynamic Rebalancing
compete against other digital advisors
business and technology management
United Capital Financial Advisors
Rebalancer
back-office solutions
Joseph Mrak
Pershing LLC
Advisor FinTech Hackathon
InformationWeek 500
search engine optimization tagging
next-generation wealth management platform
financial planning technology
risk tolerance assessment tools
Michelle Smith
CEB TowerGroup
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
SIFMA/FINRA Cybersecurity Conference
Robo-advisor
mobile devices
end-‐to-‐end portfolio management
CRM User Adoption
wealth management technology
Kyle Hiatt
data management solutions
Chris Momsen
The E‐Valuator
portfolio management tools
Advizr and Orion integration
Smart Office
OptionsPlay Score
Fusion Advisor Workstation
Sagacious, Inc.
error checking
Cutting Edge Auditing
eSignature Capabilities
Cybersecurity
Wednesday July 22, 2015
registered investment advisors
LiquidHub
Depository Trust and Clearing Corporation
Client Relationship Management (CRM)
predictive analytical tools
Annuities + Insurance
Jackson
sqopeTM Score
Panoramix
account opening
Google Play
Scalable workflow tools
FA Insight
X-Ray Reports
Retirement Hub app
management fee
Docupace
cloud-based billing tool
BrandYourself.com
Trust Company of Sterne Agee
Quantitative Risk Tolerance
Jim McKelvey
Paul West
advanced workflow tools
household-‐level rebalancing
Schwab OpenView Gateway®
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Rio Hotel & Casino in Las Vegas
Martin L. Flanagan
compliance and security
business development metrics
up-to-date account data
rebalancing
BakerAvenue Asset Management
Joseph Starinsky
T3 Conference Anaheim, CA
Pershing’s Net 360 Technology Channel
Advisor Impact
Innovation Centers
Securities America
NFP
financial planning tool
Risk Tolerance Questionnaire
Microsoft
Edward Jones
Copytalk+
Celent
Vestmark
TD Ameritrade Institutional's Veo®
Portfolio Accounting Solutions
Advisor-Client relationships
interactive compliance calendar
Office of the Future
Folio Institutional
Signix
Robo-Shield™
mobile forms-filling
Enhanced Capital Partners
Wealthbase
Ladenburg Thalmann Financial Services Inc.
data protection
Chris Wacker
The Future of Risk is Here: Enhance Your Value or Perish
portfolio mappings services
InvestmentNews
Smarter Prospecting
Optionsplay®
Fusion® Advisor Workstation
Morningstar Advisor
Morningstar Analyst Rating™
Estate Assist
Cybersecurity and Compliance
Wells Fargo Advisors
registration checker tool
Lori Hardwick
detailed financial planning
client relationship solution
Tom Kimberly
PRNewswire
App expansion
Jackson app
SS&C Technologies
Panoramix™
Account opening and commissions
Gradient Investments
SCANaltyics
Narrator Clients™
Farshad Ghaffari
XCelent Award
retirement income planning tool
Docupace ePACS®
cloud-based CRM platform
Bret Baier
Quantum
AssetMark Advisor iPad
Jim Patrick
Sugar Ray Leonard
PCI-compliant platform
householded data backbone
NetExchange Client
Fidelity’s Technology and Operations Consulting
Risk Alignment Platform
Mary Ellen Whiteman
eAdvisor
ComplianceQ
business intelligence
Upside
rebalancing capability
Balances
Josh Brown
T3 Enterprise Conference
Personal Finance Management Application
Advisor iPad App
Inside Information
securities and insurance industries
NFP Advisor Services Group
Financial Transmission Network Inc.
Risk-Balanced Portfolios
Microsoft Corp
Efficient Technology
Copytalk+ Smartphone App
Kanchana Chalia
Center For Wealth Planning
Vestmark Manager Marketplace (VMM)
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Interview
FolioDynamics
Silanis
robust backup features
Mobile Optimization
enhanced client communication
Cross-business Tracking Routing & Control
Wealthbox CRM
lagging performance duration and timeframe priorities
Data-Driven Insights
CIO Review
Bob Stiess
The Markets
Portfolio Pathway
Aggregation
Investor-Advisor Collaboration
SmartOffice
Salentica’s Data Broker
Morningstar for Advisors App
estate management
Damian Gallina
Wes Stillman
regulatory compliance
Loring Ward
Digital Advice
Client Risk Assessments
ProcessEZ
Jackson National Life Insurance Company®
SS&C Technologies Holdings
Paperclip
account rebalancing software
Great Kight
SCANalytics
Narrator™ application builder
XLR8
Mara Laisson
Docupace Technologies
cloud-based IT
Bret Magpiong
TRX Edge
Questar Capital℠
Atlanta
Joe Duran
SugarCRM
HTML5 version
Schwab OpenView MarketSquare®
NetExchange Select
Figlo
Risk Analysis
Mary Ferguson
EAI
compliant ready platform
business processing services
Upside Advisor
Barrett Ayers
Juan Williams
personal financial management
Advisor Office
Insights on Advice
Security
Nobel Foundation
FinFolio
Microsoft Dynamics CRM
Electronic Signing
Cory Haberkorn
Karl Chan
centralized and tailored user experience
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Intraday Integration
Online Account Management
robust technology capabilities
Mobile Productivity
enhanced mutual funds order management
CSIA
Wealthcare Capital Management
Las Vegas
DataPro
Cities Digital
Bob Veres
the Practice
portfolio risk
AICPA
Investor360°
SMAs
order processing
Garrett Planning Network
Sales Cloud
ETF OneSource participants
Damon Deru
Weston
regulatory compliance services and technology
Client Service Monitor
Tom Schildhauer
Productivity
AppHub
Jackson.com
SS&C Technologies Holdings, Inc.
paperless client onboarding process
account servicing
Nathan Lucius
Retirement Plan Network
Maree Moscati
cloud-based IT outsourcing
turnkey data science solutions
Quik! Form
Attribution Analysis
Joe Ruzycki
Suhail Ali
pensions
Advent Custodial Data
Human Finance Project
Schwab OpenView Mobile
NetExchange View
filter and cross reference data
risk engineering
Matched Portfolio
Earnings Potential
Composite Holdings Report
business valuation knowledge
Uri Pomerantz
rebalancing solution
basic client interaction
TA Associates
Personal Financial Management (PFM) tool
Advisor Office platform
INSITE™ 2015 conference
FinFolio’s Portfolio Management Software
Riskalyze and RetireUp Integration Demo
Mike Capelle
eliminating selected fees
Cory Olson
Kelly Caffrey
Cetera
Vestorly solution
TD Ameritrade National LINC Conference
portfolio applications
AdvisorQ
intraday quotes
online account opening
Forbes
Simon Sinek
Rocaton Advisors
Mobile Scribe Service
enrollment platform
curation engines
WealthCentral
Cities Digital’s MagniMail
Bobby Yazdani
The Retirement Hub
Portfolio Snapshot
iPad app
Social Analytics
Gemcom
Dan Arnold
Westport Resources
Rehmann
digital financial solutions
client-facing analytical and proposal tool
Total Portfolio Expert (TPX)
Proposal Generation Capabilities
Application of Preference Measurement: The Case of Riskalyze
Jackson®
paperless enrolment
accounting software
Greg Vigrass
National Financial Partners Corp.
February 4, 2015
XTRAC App
RetireRisk
Marie Swift
Dominey Stewart
cloud-based platform
Brett Thorne
two-factor authentication
Quik! Forms
Audit Management
John Hancock
Performance
Advent Direct
Schwab Performance Technologies®
Risk Management
Matt Abar
EarningsQ
composite performance reporting
business valuations
user-friendly programing
rebalancing workflows
BD Equalizer
Jud Mackrill
Tamarac Advisor® Xi
personal financial management platform
Advisor Pro platform
instantaneous stress testing
normalization
service alerts
FinFolio’s WorkStation
Riskalyze Autopilot
Mike Ethridge
Eliza De Pardo
Cost Basis
Cetera Financial Group
TD Ameritrade's VEO
Portfolio Building
intuitive user-experience
Online Account Opening & Transfer
single sign-on integration
Model Wealth Portfolios
Enterprise Content Management Software
custodial data file import process
Laser App 2015 Financial Services Conference
CitiMortgage
Bonaventure Resort and Spa
The Tarbox Group, Inc.
PortfolioCenter
Albridge Solutions
IPS AdvisorPro
social collaboration
Orion Advisor Integration
1-to-1 client relationships
Gemini Alternative Funds